sectorVery high risk

Principal Focused Multicap Fund- Direct Plan - Half Yearly Income Distribution CUM Capital Withdrawal Option

Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings. From Principal Mutual Fund. It's been running since 2 Jan 2013.

Latest price per unit

₹38.24

▼ 0.23% today

As of 30 Dec 2021 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.25 L

▲ ₹24.7k gain · 24.7% / year

Invested 3 years ago

₹1.40 L

▲ ₹40.2k gain · 11.9% / year

Invested 5 years ago

₹1.41 L

▲ ₹41.3k gain · 7.2% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

21.5%

The value swings roughly 22% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-42.44%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year24.74%

CAGR — 3 years11.93%

CAGR — 5 years7.16%

CAGR — since launch6.68%

Volatility — 1 year (annualised)17.81%

Volatility — 3 years (annualised)21.53%

Max drawdown — 1 year-11.79%

Max drawdown — 3 years-36.22%

Sharpe ratio — 1 year (rf=6%)0.93

Sharpe ratio — 3 years (rf=6%)0.25

Fund info

Fund house: Principal Mutual Fund
Category: Equity Scheme - Focused Fund
Plan: Direct
Option: IDCW
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 119465
First price on record: 2 Jan 2013 · 2,211 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.